Kovitz Investment Group Partners
VOOG icon

Kovitz Investment Group Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Kovitz Investment Group Partners’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,572
Closed -$550K – 1304
2025
Q3 		$550K Buy
7,572
+3,624
+92% +$251K ﹤0.01% 1002
2025
Q2 		$261K Buy
3,948
+132
+3% +$7.85K ﹤0.01% 1186
2025
Q1 		$213K Buy
+3,816
New +$231K ﹤0.01% 1162

Other funds holding VOOG

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners's VOOG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2025, closing a stake of 7,572 shares — an estimated $550K sold.

Kovitz Investment Group Partners first reported a position in VOOG in Q1 2025 and held it in 3 quarters. The position peaked at $550K in Q3 2025. 701 funds tracked by Wall St. Rank hold VOOG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,572 Vanguard S&P 500 Growth ETF shares in Q4 2025, an estimated $550K.
  • Kovitz Investment Group Partners first reported a position in Vanguard S&P 500 Growth ETF in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Vanguard S&P 500 Growth ETF position peaked at $550K in Q3 2025.
  • 701 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.